FAME Problems

 Taxslayer Problems for Experienced Preparers (based on TP4F's TaxSlayer introductory problems in 2015)

TY 2017  General Information for all FAME Problems.  (Switch to 2017 for prior year returns)
 Problem  Intake Scenario  Other  Printed  Notes
 FAME-00 White  12/10/2017  11/01/2018  NJ Checklist 12/10/2017
 Refund Monitor 11/01/2018

 11/01/2018  A class problem.  Includes W-2, INT, DIV, 1099-R, SSA, 1099-G, W-2G, 1099-B and deductions 
 Modified 11/1/2018 to correct scenario, and refund monitor
 FAME-01 Meadows 12/10/2017 12/10/2017 Pension Exclusion 12/10/2017
 NJ Checklist 12/10/2017

 12/11/2017 Includes W-2, INT, DIV, 1099-R, RRB-1099, 1098-E, and 1095-A
 FAME-02 Scott 12/10/2017 7/18/2018 NJ Checklist 7/18/2018

 11/2/2018

 Includes W-2, INT, DIV, 1098-MISC, Sch. C, 1099-R, W-2G, and 1098-T. Printed report updated to reflect ACA exemption & NJ use tax. Thnx Andy
 FAME-03 Thompson 12/10/2017 12/03/2017 Healthcare.gov Affordability Data
 ACA Affordability Calculator
 NJ Checklist 12/10/2017
 11/7/2018

 Includes W-2G, 1099-R, SSA, Broker Statement and deductions.
 
Printed report updated to reflect ACA exemption. Thanks again, Andy.

 TY 2018  Read this first: General Information for all FAME Problems (Middlesex Versions)https://drive.google.com/open?id=0B2GZ_9gcyFEROFBKZGY1a29scWs 
 Recommend to use a blank NJ Checklist for TaxSlayer for each problem. 
 Click here for the  NJ Checklist for TaxSlayer Job Aid.
 Problem  Intake Scenario  Other  Printed  Notes
 FAME-01 Andrews 12/28/2018  12/28/2018 NJ Checklist *, Answer Notes *

 * SIngle Working Taxpayer, W2, INT, Unemployment, Student Loan,
 FAME-02 Baker   12/28/2018 12/28/2018 NJ Checklist *, Answer Notes * * Single Working Parent, W2, INT, Disability, Gambling, 1099-C, Dependent Care
 FAME -03 Caldwell   12/28/2018 12/28/2018 NJ Checklist *, Answer Notes *

 * Young Married Couple, W2, INT/DIV, IRA withdrawal, 1098-T, Schedule C, Estimated Payments  
 FAME-04 Davenport 12/28/2018 12/28/2018 NJ Checklist*, Answer Notes *

 * Senior Married Couple, Social Security, 1099-R, Land Rental, 1099-B, Brokerage Statements, K-1, Itemized Deductions
 FAME-05 Thompson 12/28/2018

 12/28/2018 NJ Checklist 12/28/2018
 Answer Notes 12/28/2018
 01/03/2019 Social Security, 1099-R, Broker Statements, Gambling, Deductions, 1099-LTC, ACA exemption
 * A link to these files with answers available on request. Separate e-mail with instructions has been sent to all Middlesex counselors and trainees.
FAME-01 - FAME-04 based on Core Problems developed by NJ TSR team. Original problems are available at TaxPrep4Free Core Exercises Page.

Note: Please email any and all problems, corrections and requests to taxaidenj12@gmail.com.